Unclaimed
Matthew Jon Skotynsky is an active investment advisor representative, registered with the state of Ohio and Texas. Matthew has been in the industry since July 1999. Matthew is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous registrations with EDWARD JONES and QUEST CAPITAL STRATEGIES, INC. Matthew holds multiple securities licenses including Series 7, Series 10, Series 24 and Series 63. Matthew is also a registered Investment Advisor in the state of Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
03/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (PERRYSBURG OH)
OH
07/28/1999 - 01/24/2006
EDWARD JONES (PERRYSBURG OH)
CA
07/07/1999 - 07/29/1999
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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